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Stock impact report

GS Equity Income Fund: Q3 2025 Witnesses Fundamental Strength And Expansive Margin Opportunities [Seeking Alpha]

Kenvue Inc. (KVUE) 
Company Research Source: Seeking Alpha
Enterprise software company, Oracle Corporation, was a top contributor to relative returns during the quarter. Our position in consumer healthcare company, Kenvue Inc., was a top detractor from relative performance during the month. We initiated a position in D.R. Horton, Inc., a homebuilding company, during the quarter as we saw an attractive valuation and believe the company could benefit from industry consolidation. J Studios/DigitalVision via Getty Images The following segment was excerpted from the Goldman Sachs Equity Income Fund Q3 2025 Commentary. The US Equity Income Fund underperformed its benchmark, the Russell 1000 Value Index, net of fees during the third quarter. The Health This article was written by Quick Insights ORCL's exceptional backlog growth and ambitious long-term revenue outlook, particularly in AI workloads, fueled investor confidence and supported its accelerated growth trajectory. Despite short-term margin concerns and market hesitation, t Show less Read more
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